---
schema_version: "1"
id: 73ff1fe798008e2b11bd4e058143157d50a49583d2ac5be59f1cbc335d7adc81
title: Update Philanthropic Research Page Layouts in Nonprofit
collection: admin
version: current
locale: en-us
portal_url: https://docs.salesforce.com/admin/current/en-us/sfdo/264-0-0/fundraising_philanthropic_research_page_layouts.md
canonical_url: https://help.salesforce.com/s/articleView?id=sfdo.fundraising_philanthropic_research_page_layouts.htm&release=264.0.0&type=5
source_site: help.salesforce.com
content_type: documentation
content_hash: 68b22328f70fa4ee43acebae146b8dc667c12a66f1a4343e0ae9c44f5338fccc
description: "Add buttons to Philanthropic Research record pages to easily launch the Philanthropic Research: Promote Party Philanthropic Indicator to Party Philanthropic Occurrence and Create Research Request Case flows."
products:
  - Nonprofit
release: "264"
---
# Update Philanthropic Research Page Layouts in Nonprofit

Add buttons to Philanthropic Research record pages to easily launch the Philanthropic Research: Promote Party Philanthropic Indicator to Party Philanthropic Occurrence and Create Research Request Case flows.

### Required Editions

<table class="slds-table slds-table_bordered slds-max-medium-table_stacked slds-m-bottom_small edition">
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        <thead class="slds-text-title_caps ">
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            <th scope="col" class="slds-cell-wrap" style="vertical-align:top;" id="d18022e42">REQUIRED EDITIONS</th>
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            <td data-label="REQUIRED EDITIONS" class="slds-cell-wrap" style="vertical-align:top;" headers="d18022e42 ">Available in: Lightning Experience</td>

          </tr>
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            <td data-label="REQUIRED EDITIONS" class="slds-cell-wrap" style="vertical-align:top;" headers="d18022e42 ">
              <p style="margin-bottom:0;">Available in: <strong>Enterprise</strong>, <strong>Unlimited</strong>, and
                <strong>Developer</strong> Editions with Nonprofit Cloud
              </p>
            </td>

          </tr>
        </tbody>
      </table> <table class="slds-table slds-table_bordered slds-max-medium-table_stacked slds-m-bottom_small ">
        <colgroup>
          <col style="width:50%">
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        <thead class="slds-text-title_caps ">
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            <th scope="col" class="slds-cell-wrap" style="vertical-align:top;" id="d18022e87">User Permissions Needed</th>
            <th scope="col" class="slds-cell-wrap" style="vertical-align:top;" id="d18022e90">&nbsp;</th>
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            <td data-label="User Permissions Needed" class="slds-cell-wrap" style="vertical-align:top;" headers="d18022e87 ">To create and add a button to page layouts:</td>

            <td data-label="" class="slds-cell-wrap" style="vertical-align:top;" headers="d18022e90 ">
              <p style="margin-bottom:0;">Fundraising_Admin permission set group</p>
            </td>

          </tr>
        </tbody>
      </table>

1. From the object management settings for Party Philanthropic Indicator, click **Buttons, Links, and Actions**.
2. Click **New Button or Link**.
3. In Label, enter Verify Indicator.
    
    Press Tab to automatically fill the Name field.
4. Select **Detail Page Button** as the display type.
5. Select **Display in new window** as the behavior.
6. Select **URL** as the content source.
7. In the text box, enter the URL for your copy of the Prospect Research: Promote Party Philanthropic Indicator to Party Philanthropic Occurrence flow. Make sure to include the input variable for Party Philanthropic Indicator and a return URL.
    
    For example, /flow/<your\_flow\_name>?PartyPhilanthropicIndicatorId={!PartyPhilanthropicIndicator.Id }&retUrl=/{!IF( ISNULL( PartyPhilanthropicIndicator.PartyPhilanthropicOccurrenceId) , PartyPhilanthropicIndicator.Id , PartyPhilanthropicIndicator.PartyPhilanthropicOccurrenceId)}.
8. Save your changes.
9. Add the new Verify Indicator button to your Party Philanthropic Indicator page layout.
    
    See [Page Layouts](https://help.salesforce.com/s/articleView?id=platform.customize_layout.htm&language=en_US).
10. Similarly, create a Request Research button configured with the Prospect Research: Create Research Request Case flow, and add the button to the Interaction Summary, Party Philanthropic Assessment, Party Philanthropic Indicator, Party Philanthropic Milestone, and Party Philanthropic Occurrence page layouts.